China securities co.,ltd.: Electrolytic aluminum profit recovery turning point is approaching, focusing on companies with net buy exposure to alumina.

The inflection point of aluminum oxide prices is turning downwards, with excellent supply and demand for electrolytic aluminum, which can fully benefit from the profit recovery brought by the decline in aluminum oxide prices, focusing on companies with a net buy exposure to aluminum oxide.

Zhitong FinanceDec 9 14:12

Express News | Sinolink: The benefits of supply reform are being realized, and a long-term bull market in the aluminum industry can be expected.

BreakingsDec 5 08:34

Aluminum stocks collectively rose, with Rusal (00486) up 3.53%. Institutions point out that the peak of real estate industry dragging aluminum demand has passed.

Jinwu Financial News | Aluminum stocks have collectively risen, with rusal (00486) up by 3.53%, aluminum corporation of china (02600) up by 2.38%, and chinahongqiao (01378) up by 1.76%. According to guosen's research reports, the performance of aluminum alloy materials is balanced, and the time for large-scale applications is relatively late, with new application fields continually being explored, indicating that its demand potential was once underestimated. The firm believes that the peak impact of the real estate industry on aluminum demand has passed, and it will tend to stabilize in the future; the substitution of aluminum for copper, steel, and wood is in full swing, with significant potential for per capita aluminum consumption in developing countries, and there is still substantial space for aluminum demand growth.

Jinwu Financial NewsDec 2 09:52

French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.

① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.

cls.cnNov 25 20:22

Express News | Rusal official: preparing to reduce aluminum production by 0.5 million tons.

BreakingsNov 25 17:12

Express News | Rusal has initiated a production optimization plan, with the first phase reducing production by 0.25 million tons.

BreakingsNov 25 15:46